LBMC Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History

LBMC Investment Advisors’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$203K	Buy	+1,990	New	+$202K	0.01%	236
2024 Q4	–	Sell	-3,010	Closed	-$307K	–	205
2024 Q3	$307K	Hold	3,010	–	–	0.02%	149
2024 Q2	$264K	Sell	3,010 -6,902	-70%	-$592K	0.02%	153
2024 Q1	$891K	Hold	9,912	–	–	0.08%	77
2023 Q4	$906K	Sell	9,912 -259	-3%	-$21.2K	0.09%	66
2023 Q3	$765K	Buy	10,171 +259	+3%	+$22.1K	0.08%	70
2023 Q2	$858K	Hold	9,912	–	–	0.08%	67
2023 Q1	$842K	Hold	9,912	–	–	0.09%	68
2022 Q4	$834K	Buy	9,912 +6,902	+229%	+$580K	0.09%	64
2022 Q3	$245K	Hold	3,010	–	–	0.03%	130
2022 Q2	$277K	Hold	3,010	–	–	0.03%	117
2022 Q1	$326K	Hold	3,010	–	–	0.03%	115
2021 Q4	$350K	Sell	3,010 -123,904	-98%	-$13.6M	0.03%	120
2021 Q3	$308K	Buy	126,914 +123,904	+4,116%	+$13.2M	0.03%	122
2021 Q2	$307K	Hold	3,010	–	–	0.03%	126
2021 Q1	$277K	Hold	3,010	–	–	0.03%	108
2020 Q4	$258K	Hold	3,010	–	–	0.03%	109
2020 Q3	$240K	Hold	3,010	–	–	0.03%	102
2020 Q2	$237K	Sell	3,010 -950	-24%	-$72K	0.04%	88
2020 Q1	$275K	Hold	3,960	–	–	0.05%	73
2019 Q4	$369K	Hold	3,960	–	–	0.05%	69
2019 Q3	$370K	Hold	3,960	–	–	0.06%	62
2019 Q2	$346K	Buy	3,960 +575	+17%	+$50.3K	0.05%	68
2019 Q1	$295K	Hold	3,385	–	–	0.05%	74
2018 Q4	$254K	Hold	3,385	–	–	0.05%	78
2018 Q3	$271K	Hold	3,385	–	–	0.04%	84
2018 Q2	$273K	Sell	3,385 -1,518	-31%	-$117K	0.05%	83
2018 Q1	$370K	Hold	4,903	–	–	0.06%	63
2017 Q4	$397K	Hold	4,903	–	–	0.06%	63
2017 Q3	$392K	Buy	4,903 +3	+0.1%	+$241	0.07%	56
2017 Q2	$391K	Hold	4,900	–	–	0.07%	56
2017 Q1	$385K	Buy	4,900 +2	+0%	+$156	0.07%	59
2016 Q4	$377K	Buy	4,898 +5	+0.1%	+$380	0.07%	60
2016 Q3	$395K	Hold	4,893	–	–	0.08%	58
2016 Q2	$403K	Buy	4,893 +2	+0%	+$157	0.08%	48
2016 Q1	$381K	Buy	4,891 +6	+0.1%	+$435	0.08%	51
2015 Q4	$367K	Buy	4,885 +2	+0%	+$149	0.08%	50
2015 Q3	$346K	Buy	4,883 +2	+0%	+$146	0.08%	47
2015 Q2	$348K	Hold	4,881	–	–	0.07%	45
2015 Q1	$387K	Hold	4,881	–	–	0.09%	42
2014 Q4	$375K	Hold	4,881	–	–	0.09%	41
2014 Q3	$338K	Hold	4,881	–	–	0.08%	38
2014 Q2	$350K	Hold	4,881	–	–	0.09%	37
2014 Q1	$330K	Hold	4,881	–	–	0.08%	40
2013 Q4	$308K	Hold	4,881	–	–	0.08%	41
2013 Q3	$311K	Hold	4,881	–	–	0.09%	39
2013 Q2	$324K	Buy	+4,881	New	+$345K	0.11%	35

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

LBMC Investment Advisors's IYR Position: Q2 2026 in Review

LBMC Investment Advisors opened a new position in iShares US Real Estate ETF (IYR) in Q2 2026: 1,990 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #236 among its holdings. This is a return to the name: LBMC Investment Advisors previously reported a position in IYR as recently as Q3 2024.

LBMC Investment Advisors first reported a position in IYR in Q2 2013 and has held it in 47 quarters since. The position peaked at $906K in Q4 2023. 487 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

LBMC Investment Advisors held 1,990 shares of iShares US Real Estate ETF worth $203K as of Q2 2026.
iShares US Real Estate ETF was a new LBMC Investment Advisors position in Q2 2026.
iShares US Real Estate ETF made up 0.01% of LBMC Investment Advisors's portfolio in Q2 2026, its #236 holding.
LBMC Investment Advisors first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 47 quarters since.
LBMC Investment Advisors's iShares US Real Estate ETF position peaked at $906K in Q4 2023.
487 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.